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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451 | $159,934-99.7% | $147,005-99.7% | $145,959-99.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 11.42% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $7,107 | $5,287+34.4% | $4,934+44.0% | $4,661+52.5% |
| Participant deferral / active EE | $16,110 | $8,427+91.2% | $8,070+99.6% | $6,689+140.9% |
| Admin fee / account holder | $597,691 | $15,053+3870.5% | $13,006+4495.4% | $13,398+4361.1% |